Talis IFA

Talis IFA Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Talis IFA, Financial planner, Stoke House, Church Road, Ashford.

Fully regulated and insured - Independent financial advice on pensions and retirement planning, wealth management & investment, mortgages, life and health insurance and so much more - all from a friendly local team!

What do current world events mean for my remortgage? That’s a question many of our clients are asking Darren O’Connor. F...
16/06/2026

What do current world events mean for my remortgage? That’s a question many of our clients are asking Darren O’Connor. Find out why his first response is always: don’t panic.

With mortgage headlines constantly changing, many homeowners are wondering whether they should act now or wait.

According to Darren O’Connor, Senior Mortgage and Protection Adviser, the most important thing is not to rush into decisions based on fear or uncertainty.

Before changing a mortgage deal, it’s important to understand:
- What penalties or fees may apply
- Whether your financial position has actually changed
- What options are available to you

Sometimes the headlines sound more urgent than the reality.

That’s where experienced mortgage advice can help, bringing clarity and helping you make informed decisions with confidence.

You can contact Darren via the link here - https://www.talisifa.com/confused-by-the-current-mortgage-market-step-1-dont-panic/

World Elder Abuse Awareness Day takes place on 15th June.This year’s Hourglass campaign, “Better Understood. Still Overl...
15/06/2026

World Elder Abuse Awareness Day takes place on 15th June.

This year’s Hourglass campaign, “Better Understood. Still Overlooked”, is a reminder that while awareness has improved, many victim-survivors are still not being heard or protected.

Abuse can take many forms, including financial, emotional, physical and domestic abuse. Financial coercion, in particular, can often go unnoticed.

At Talis IFA, we believe everyone should be able to age safely, with dignity, confidence and the right support around them.

Find out more about the Hourglass campaign here - https://www.wearehourglass.org/weaad-2026

Darren O’Connor has 25 years’ experience of helping clients navigate the mortgage market. If you’re thinking about remor...
11/06/2026

Darren O’Connor has 25 years’ experience of helping clients navigate the mortgage market. If you’re thinking about remortgaging in a confusing market, make him your first port of call.

Many homeowners are feeling uncertain about the mortgage market right now.

Darren O’Connor, Senior Mortgage and Protection Adviser, has spent more than 25 years helping clients make sense of changing markets and understand their options clearly.

His approach is simple:
- Clear advice without panic.

You can contact Darren via the link here - https://www.talisifa.com/adviser/darren-oconnor/

More families are being affected by Inheritance Tax than ever before.Often because:- Property values have increased- All...
09/06/2026

More families are being affected by Inheritance Tax than ever before.

Often because:
- Property values have increased
- Allowances have remained frozen
- Estates have grown over time

There are ways to plan ahead.

This may include:
- Gifting strategies
- Trust planning
- Using allowances effectively

But understanding what applies to you is not always straightforward.

That’s where an IFA can help, bringing clarity to what can often feel like a complex area of planning.

You can read more via the link here - https://www.talisifa.com/how-can-i-minimise-inheritance-tax/

We had a wonderful time on Saturday at the  Summer Celebration! The rain most certainly did not dampen our spirits🥂
08/06/2026

We had a wonderful time on Saturday at the Summer Celebration! The rain most certainly did not dampen our spirits🥂

What every higher-rate or additional-rate taxpayer needs to know about pension contributions.Pension contributions can b...
04/06/2026

What every higher-rate or additional-rate taxpayer needs to know about pension contributions.

Pension contributions can be a powerful planning tool for higher earners.

Not just for retirement, but for improving tax efficiency too.

Depending on your circumstances, they may help you:
- Reduce taxable income
- Make better use of allowances
- Build long-term financial security

But understanding how everything works together is not always straightforward.

That’s where an IFA can help, bringing clarity to your options and helping you make informed financial decisions.

You can read more via the link here - https://www.talisifa.com/how-do-i-maximise-pension-tax-relief/

What are the financial worries that keep you awake at night?It’s something many people experience, even if it’s not ofte...
02/06/2026

What are the financial worries that keep you awake at night?

It’s something many people experience, even if it’s not often talked about.

Common concerns include:
- Whether you’re saving enough for the future
- How you would cope with unexpected expenses
- Supporting family or loved ones
- Making the right financial decisions

These thoughts can build over time, especially when things feel uncertain.

But often, clarity makes the biggest difference.

Understanding your position and having a plan in place can help turn uncertainty into something far more manageable.

You can read more via the link here - https://www.talisifa.com/the-top-five-fears-that-keep-us-awake/

Is there a simple way to reduce your income tax bill?- Not quite.But there are a range of allowances and reliefs availab...
28/05/2026

Is there a simple way to reduce your income tax bill?
- Not quite.

But there are a range of allowances and reliefs available, many of which are often overlooked.

A good starting point is:
- Pensions
- ISAs

Used properly, they can make a real difference.

The difficulty is not finding options.

It’s understanding how they apply to your situation.

That’s why many people turn to an IFA, to help bring everything together and avoid missing opportunities.

You can read more here: https://www.talisifa.com/how-can-i-legally-reduce-my-income-tax-bill/

Am I saving enough for retirement?- It’s a question many people think about, but it’s not always easy to answer.Why?- Be...
26/05/2026

Am I saving enough for retirement?
- It’s a question many people think about, but it’s not always easy to answer.

Why?
- Because it’s not just about how much you’ve saved.

It depends on:
- When you want to retire
- The lifestyle you want
- How long your savings need to last

Two people with the same pension could have completely different retirements.

That’s why planning starts with understanding your life, not just your finances.

With the right guidance, you can build a clearer picture of where you are and what comes next.

You can read more via the link here - https://www.talisifa.com/am-i-saving-enough-for-retirement/

Can a trust reduce Inheritance Tax? Sometimes. But it’s not always straightforward.Trusts can be a powerful part of esta...
21/05/2026

Can a trust reduce Inheritance Tax? Sometimes. But it’s not always straightforward.

Trusts can be a powerful part of estate planning.

They may help:
- Protect family wealth
- Control how assets are passed on
- Support future generations

In some cases, they can also reduce inheritance tax.

But they are not a one-size-fits-all solution.

Trusts involve legal, tax and financial considerations, all working together.

That’s why it’s important to look beyond just setting one up.

A Talis IFA can help you understand whether a trust is right for you and how it fits into your wider financial plans.

You can read more via the link here - https://www.talisifa.com/why-you-need-to-talk-to-your-ifa-about-trusts/

Address

Stoke House, Church Road
Ashford

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+441233722999

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